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Nov 13, 2012
11/12
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jim, 4.2 on global comps. 4.3 in the u.s. frank referring to what he calls a healing in the u.s. housing market. >> he's remarkable. he's correctly been negative when it was right to be negative. he's now positive. i was most concerned that this company would have a big dip right here because there's a lot of companies that are reporting that the last few weeks have been bad because of sappndy. didn't skip a beat. stock was down after a series of headlines that misinterpreted the charge. this one could be off to the races. >> what's interesting about home depot, they didn't outline sandy impact because it would be the pull forward in terms of sales in preparation for the hurricane but the books did close prior to sandy so full impact of sandy won't be felt. color expected on the conference call but that could be a key driver going into the last quarter of the year. metrics on the quarter were good. best ticket growth in four years in terms of ticket size. average ticket 54.50. up 2.9% year on year. even below the surface the numbers were really solid for home depot. >> one of the
jim, 4.2 on global comps. 4.3 in the u.s. frank referring to what he calls a healing in the u.s. housing market. >> he's remarkable. he's correctly been negative when it was right to be negative. he's now positive. i was most concerned that this company would have a big dip right here because there's a lot of companies that are reporting that the last few weeks have been bad because of sappndy. didn't skip a beat. stock was down after a series of headlines that misinterpreted the charge....
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Nov 30, 2012
11/12
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not in the u.s. it requires a company focused on daily deals to have a huge sales force and then incredibly dense amount of offers within a locale so that the offers you receive in your e-mails don't seem completely irrelevant. that offer density is something that is very hard for a second or third or 50th player in the space to put forth. that's why living social is cutting back trying to focus on things that are profitable. if you're the biggest which groupon is by a long shot still, they can make it work. it's not perhaps being run optimally today and i'm sure they'll try to make that change over the course of the next year, but that offer density they have it and they have the sales force and they're not shrinking in the u.s. outside of the u.s. it doesn't seem to be working. >> i'm trying to count the number of companies you have seen start up and go public and you name it. if being first and being biggest isn't enough, does that change the way startups have to think from now on? >> i think this
not in the u.s. it requires a company focused on daily deals to have a huge sales force and then incredibly dense amount of offers within a locale so that the offers you receive in your e-mails don't seem completely irrelevant. that offer density is something that is very hard for a second or third or 50th player in the space to put forth. that's why living social is cutting back trying to focus on things that are profitable. if you're the biggest which groupon is by a long shot still, they can...
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Nov 29, 2012
11/12
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we're very focused here in the u.s. on u.s. relations and trade with other countries, but trade is now happening, south-south trade, you have malaysia and new year's trading aggressively across the south region with brazil. i think the growth in the emerging world is not to be missed. but a good way to play it is through u.s. nationals. they can benefit from some incredible effect know logical things happens. 3-d printing is phenomenal. but you have technological advances that are going to allow countries as i said thailand, the philippines, indonesia, brazil continuing to develop their domestic economies. >> what do you say to a client or buddy who says your stock portfolio makes sense you may want to buy some art. >> if the orld's largest economies are weakening their -- so i think art and real estate in some areas does make sense. art starts to be an investment that isn't for everyone, right, because it's not super liquids and you have to really understand what you're buying. you can also get killed in those environments. >>
we're very focused here in the u.s. on u.s. relations and trade with other countries, but trade is now happening, south-south trade, you have malaysia and new year's trading aggressively across the south region with brazil. i think the growth in the emerging world is not to be missed. but a good way to play it is through u.s. nationals. they can benefit from some incredible effect know logical things happens. 3-d printing is phenomenal. but you have technological advances that are going to...
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165
Nov 7, 2012
11/12
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there's no sign that the u.s. industry is going back to its bad practices of too many incentives, too much inventory. the only real thing ailing our detroit companies is what's happening outside the u.s. and obviously that is europe. that's helping fiat. it's hurting ford and general motors. >> good stuff. thanks so much for your time. i know you got very little sleep too. steve rattner. >> president obama's victory is a sign that health care reform is here to stay. we'll show you best ways to play the sector on a day that your money could use triage as we're down at this hour and spencer rascoff on the post-election picture and punishment the company took following the company's guidance yesterday. a post-election sell-off on wall street. dow down by 1.8%. s&p down also. >> at these levels worst day since june. >> much more "squawk on the street" coming right up. sfx- "sounds of african drum and flute" look who's back. again? it's embarrassing it's embarrassing! we can see you carl. we can totally see you. come o
there's no sign that the u.s. industry is going back to its bad practices of too many incentives, too much inventory. the only real thing ailing our detroit companies is what's happening outside the u.s. and obviously that is europe. that's helping fiat. it's hurting ford and general motors. >> good stuff. thanks so much for your time. i know you got very little sleep too. steve rattner. >> president obama's victory is a sign that health care reform is here to stay. we'll show you...
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Nov 20, 2012
11/12
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u.s. government is the world's biggest buyer of software associated with the running of any kind of government. that's another kind of corollary here. a big comment from a lot of people in the defense industry about that yesterday. i think they're the first company to come out and make realistic expectations of what will happen in the next couple of years. back to you. >> okay. thank you. dave cote is the head of the curve on all of this. let's shift to bonds and dollar. rick santelli at the cme group in chicago. rick? >> thank you, jim. everyone is excited about good housing numbers. everybody but the fixed income market. everybody but the equity market. i know there's an hp issue here. however, let's look at the charts. let's put up a two-day chart of tens. clearly you can see we're up about a basis point on the day. if you look on the right side of the chart and look around 8:30 eastern, you can't pick out that we had a good housing number. if you really switch this around a bit, you lo
u.s. government is the world's biggest buyer of software associated with the running of any kind of government. that's another kind of corollary here. a big comment from a lot of people in the defense industry about that yesterday. i think they're the first company to come out and make realistic expectations of what will happen in the next couple of years. back to you. >> okay. thank you. dave cote is the head of the curve on all of this. let's shift to bonds and dollar. rick santelli at...
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Nov 8, 2012
11/12
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would that money go toward u.s. infrastructure, u.s. jobs? give us a rough idea of how that money might be deployed. >> yeah. so we would do both. obviously, more investment. we are growing substantially in the united states in terms of jobs. probably two thirds of employees already in the united states. even though about 95% of our revenues come offshore so we're very focused on growing in the united states. we think that we have great talent here. but of course, we are not a team with big factories. we are called chip designers and somebody builds them for us. we hope to see growth in the united states. i mean -- >> all right. we were going the lose that shot at 9:50 eastern time. >> the edge on that one. >> you want to use every single second. >> someone like paul jacobs. >> people. at home should know we knew this was coming and didn't want to let you down. bet tore hear from him than from us. this is the most important guy trying to save the market today. >> right. >> and so we did go over and that's what happens. >> you asked the questi
would that money go toward u.s. infrastructure, u.s. jobs? give us a rough idea of how that money might be deployed. >> yeah. so we would do both. obviously, more investment. we are growing substantially in the united states in terms of jobs. probably two thirds of employees already in the united states. even though about 95% of our revenues come offshore so we're very focused on growing in the united states. we think that we have great talent here. but of course, we are not a team with...
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Nov 14, 2012
11/12
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ceo mike jeffries notes, our u.s. chain store business posted healthy growth on top of strong quarter a year ago and we saw a trend improvement in international business. the question is whether it's a one-off anomaly type quarter origining of renewed strength for teen retailer. the shorts are covering and others are jumping in, too. shares up almost 27%. carl? >> what's amazing, it just gets us back to where we were a couple months ago. incredible story. >>> facebook a big mover. stock breaking previous patterns and actually jumping on its third lock-up expiration. julia has been on the phone with analysts with details about why it's different this time. >> good morning. today is the biggest lock-up expiration for facebook shares. over 80 million a0 million are e market. it it means institutional investors, former employees and investors who bought on the secondary market, and another 31 million in restricted stock units owned by employees who owned prior to 2011. the stock today is soaring for a couple of reasons. t
ceo mike jeffries notes, our u.s. chain store business posted healthy growth on top of strong quarter a year ago and we saw a trend improvement in international business. the question is whether it's a one-off anomaly type quarter origining of renewed strength for teen retailer. the shorts are covering and others are jumping in, too. shares up almost 27%. carl? >> what's amazing, it just gets us back to where we were a couple months ago. incredible story. >>> facebook a big...
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Nov 26, 2012
11/12
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it's more than just a u.s. story. looking into europe, emerging markets if you have a longer term time horizon. commodities. all of these things are going to be part of it and nickel and dime your nay. we don't swing for the fences. >> good stuff. thanks very much. >>> next on the program, research in motion, the target of bullish calls over the last couple trading sessions. we're going to talk about the launch of black berttblackberry. >> winklevoss will drop by and talk about why they invested 750,000 into one specific deal. [ male announcer ] this december, remember -- ♪ you can stay in and like something... ♪ [ car alarm deactivates ] ♪ ...or you can get out there with your family and actually like something. ♪ the lexus december to remember sales event is on, offering some of our best values of the year. this is the pursuit of perfection. is what drives us to broadcast the world's biggest events in 3d, or live to your seat high above the atlantic ocean. it's what drives us to create eco-friendly race trac
it's more than just a u.s. story. looking into europe, emerging markets if you have a longer term time horizon. commodities. all of these things are going to be part of it and nickel and dime your nay. we don't swing for the fences. >> good stuff. thanks very much. >>> next on the program, research in motion, the target of bullish calls over the last couple trading sessions. we're going to talk about the launch of black berttblackberry. >> winklevoss will drop by and talk...